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USVM vs SPY

Comparison between VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA SMALL CAP VALUE MOMENTUM ETF (USVM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed USVM, delivering a return of +13.2% compared to +11.0%

USVM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
USVM
$1.70B
Winner
SPY
$781B
Expense Ratio
USVM
0.29%
Winner
SPY
0.09%
Max Drawdown
Winner
USVM
44.09%
SPY
56.47%
Sharpe Ratio
Winner
USVM
1.87
SPY
1.43
5Y Beta
Winner
USVM
0.92
SPY
1.00
P/E Ratio
Winner
USVM
22.91
SPY
26.48
Forward P/E
Winner
USVM
12.35
SPY
20.89
PEG Ratio
USVM
N/A
SPY
0.30
5Y Dividends CAGR
Winner
USVM
25.74%
SPY
6.00%
5Y EPS CAGR
USVM
10.24%
Winner
SPY
26.40%
Debt to Equity
Winner
USVM
37.29%
SPY
48.17%
P/S Ratio
Winner
USVM
0.92
SPY
3.72
P/B Ratio
Winner
USVM
1.65
SPY
5.55

USVM vs SPY - Holdings Comparison

USVM and SPY have 11 common holdings. Overlap is 0.17%

USVM's top 25 holdings weight is 15.41%. SPY's top 25 holdings weight is 51.49%.

RankUSVMSPY
#1
PINNACLE WEST CAPITAL CORP (PNW) - 0.80%
NVIDIA CORP (NVDA) - 7.76%
#2
BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 0.75%
APPLE INC (AAPL) - 7.44%
#3
ONE GAS INC (OGS) - 0.73%
MICROSOFT CORP (MSFT) - 4.56%
#4
NEW JERSEY RESOURCES CORP (NJR) - 0.73%
AMAZON.COM INC (AMZN) - 3.74%
#5
SOUTHWEST GAS HOLDINGS INC (SWX) - 0.72%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
AVISTA CORP (AVA) - 0.69%
BROADCOM INC (AVGO) - 2.83%
#7
PORTLAND GENERAL ELECTRIC CO (POR) - 0.69%
ALPHABET INC CLASS C (GOOG) - 2.53%
#8
AXIS CAPITAL HOLDINGS LTD (AXS) - 0.65%
META PLATFORMS INC CLASS A (META) - 2.18%
#9
SPIRE INC (SR) - 0.65%
MICRON TECHNOLOGY INC (MU) - 1.69%
#10
ELLINGTON FINANCIAL INC (EFC) - 0.65%
TESLA INC (TSLA) - 1.65%
#11
GENWORTH FINANCIAL INC (GNW) - 0.63%
ELI LILLY AND CO (LLY) - 1.44%
#12
GREIF INC CLASS A (GEF) - 0.63%
JPMORGAN CHASE & CO (JPM) - 1.43%
#13
APPLE HOSPITALITY REIT INC (APLE) - 0.62%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39%
#14
OTTER TAIL CORP (OTTR) - 0.61%
ADVANCED MICRO DEVICES INC (AMD) - 1.37%
#15
ESSENT GROUP LTD (ESNT) - 0.61%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.97%
#16
AGNC INVESTMENT CORP (AGNC) - 0.61%
JOHNSON & JOHNSON (JNJ) - 0.93%
#17
UNUM GROUP (UNM) - 0.59%
VISA INC CLASS A (V) - 0.91%
#18
ASSURED GUARANTY LTD (AGO) - 0.59%
INTEL CORP (INTC) - 0.77%
#19
GLOBAL NET LEASE INC (GNL) - 0.58%
WALMART INC (WMT) - 0.75%
#20
RENAISSANCERE HOLDINGS LTD (RNR) - 0.58%
ABBVIE INC (ABBV) - 0.70%
#21
FIRST HORIZON CORP (FHN) - 0.47%
APPLIED MATERIALS INC (AMAT) - 0.69%
#22
n/a (GHC) - 0.46%
CISCO SYSTEMS INC (CSCO) - 0.68%
#23
FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.46%
MASTERCARD INC CLASS A (MA) - 0.67%
#24
CORECIVIC INC (CXW) - 0.46%
COSTCO WHOLESALE CORP (COST) - 0.64%
#25
JACKSON FINANCIAL INC (JXN) - 0.45%
CATERPILLAR INC (CAT) - 0.63%
Total Holdings248505

USVM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
USVM
+1.64%
Winner
SPY
+2.30%
3M
Winner
USVM
+6.35%
SPY
+5.00%
6M
USVM
+11.44%
Winner
SPY
+11.88%
1Y
Winner
USVM
+35.25%
SPY
+22.80%
5Y(CAGR)
USVM
+10.99%
Winner
SPY
+13.20%
10Y(CAGR)
USVM
+11.22%
Winner
SPY
+15.26%
Max(CAGR)
Winner
USVM
+11.22%
SPY
+8.59%

USVM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUSVMSPY
2026+21.03%+13.10%
2025+10.43%+18.00%
2024+17.15%+25.59%
2023+19.02%+26.72%
2022-14.21%-18.64%
2021+25.43%+30.52%
2020+11.94%+17.28%
2019+21.72%+31.09%
2018-10.13%-5.24%
2017+2.20%+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

USVM vs SPY Drawdown Comparison

The maximum drawdown for USVM was -42.36%, occurring on Mar 23, 2020. Recovery took 558 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current USVM drawdown is -1.65%. The current SPY drawdown is -0.36%.

RankUSVMSPY
#1-42.36%
Aug 29, 2018 - Nov 16, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-25.27%
Nov 8, 2021 - Feb 12, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-24.34%
Nov 25, 2024 - Sep 11, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-9.16%
Jan 23, 2018 - May 16, 2018		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-8.98%
Jul 31, 2024 - Sep 19, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-8.42%
Jul 1, 2021 - Aug 27, 2021		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-8.36%
Feb 11, 2026 - Apr 14, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-7.96%
Mar 15, 2021 - May 27, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-7.47%
Feb 12, 2021 - Mar 11, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.41%
Mar 28, 2024 - May 15, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.81%
Sep 2, 2021 - Oct 25, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.96%
Oct 3, 2025 - Nov 25, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.87%
Jun 8, 2021 - Jul 1, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.57%
May 15, 2024 - Jul 12, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.56%
Nov 11, 2024 - Nov 25, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between USVM and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (1999 - 2026)

USVM vs SPY dividend yield comparison.

YearUSVMSPY
20260.98%0.48%
20251.84%1.07%
20241.75%1.21%
20231.63%1.40%
20221.43%1.65%
20210.70%1.20%
20201.21%1.52%
20191.77%1.75%
20181.43%2.04%
20170.65%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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